Yodlee

Yodlee will be at MoneyLIVE North America in Chicago, IL this week. Our very own Brian Buan will be taking the stage tomorrow in a panel discussion on Open Banking Business Models: Readying for Service Expansion. Brian will join an incredible lineup of industry leaders, including: - Philippe Daoust, Managing Director and Vice-President, Innovation, National Bank of Canada - Ana Climente, Head of Open Banking, Spain, BBVA - Anthony Burton, Senior Vice President, Head of Open Banking, Truist - Rene Schuurman, Director, API Product Manager, Global Payments Solutions, Bank of America This discussion is set to explore the future of open banking and the opportunities for growth and innovation in the sector. You won't want to miss it. #OpenBanking #FinTech #Innovation #Yodlee #MoneyLIVE

In our latest Data Driven Finance episode, we spoke with David Silberman, Yale Law Lecturer, Senior Advisor to the Center for Responsible Lending and Financial Health Network, and former CFPB Associate Director. Key insights from our conversation: - Why credit scores fall short as the sole measure of creditworthiness - How cash flow data can improve lending decisions - Strategies for balancing inclusion with responsible risk - Building financial health and wealth for Gen Z This episode is a must-listen for anyone shaping the future of lending. Listen to the full conversation: http://bit.ly/4oOK9nM

Future Proof Festival kicks off this weekend in Huntington Beach, CA and we're excited to be part of this energizing outdoor wealth event where advisors, fintechs, and innovators come together to explore what’s next in wealth management. Chip Scully, Brian Dharte, Michael Gooding, and Gerard Kasza will be there to connect, share ideas, and talk about how aggregated data is reshaping the wealth experience. #FutureProof #WealthManagement #Yodlee 

Officially official: Yodlee has joined the STG family. This milestone marks more than an acquisition. It’s the launch of a stronger, independent Yodlee, built for speed, innovation, and client success in the open finance ecosystem. We’re bringing the same trusted data foundation, now with new fuel to accelerate growth. Get the details: https://lnkd.in/eeGhgsvi #FintechNews #OpenBanking #Yodlee #STG 

Yodlee will be at the Future Proof Festival next week to talk about all things data-driven wealth management. From bringing held-away accounts into view to helping advisors deliver holistic planning and deeper client insights, aggregated data is changing the way wealth managers build relationships and unlock opportunities. If you’re heading to Huntington Beach, let’s connect. #FutureProof #WealthManagement #Yodlee

In our latest podcast episode, we sit down with David Silberman, Yale Law Lecturer, Senior Advisor to the Center for Responsible Lending and Financial Health Network, and former CFPB Associate Director. From the limits of credit scores to the promise of cash flow data, David shares what’s shaping the future of lending and financial health. Listen now: http://bit.ly/45qBq3t

Thanks to everyone who joined us at the Evergreen Event during CBA Executive Banking School at Furman University! It was a fantastic evening of conversation, music, and connection — a true highlight as students enter their second week. We enjoyed spending time with students, faculty, and peers from across the industry, and we're grateful to be part of a program that continues to shape the next generation of banking leaders. Looking forward to what’s ahead! 

We’re excited to be at the CBA Executive Banking School at Furman University in Greenville, SC this weekend. On Sunday, July 27 at 6:30 PM, Yodlee’s Brian Buan, Warren Dunton, Steve Lowden, Seth Sullivan-Dawes, and Phagun O. will be on site hosting an informal evening at Group Therapy Pub & Playground. Students can unwind, reconnect, and celebrate the energy of this year’s program. Join us for a mix of good food, beverages, an array of games, and great conversation as students, faculty, and industry professionals come together to connect. It’s a special part of the week where relationships grow and ideas spark outside the classroom. We hope to see you there!  Group Therapy Pub & Playground, Greenville, SC  Evergreen Event: Sunday, July 27 at 6:30 PM 

Advisors today face a common challenge: fragmented financial data. In our recent on-demand webinar, industry professionals showed how real-time connectivity can help enable firms to: - Benchmark performance across peers - Streamline decision-making - Deliver advice aligned with a more comprehensive client picture The result? More meaningful planning and stronger client trust. Watch the webinar: http://bit.ly/40a0GIe

Now available on-demand: Open Finance in Action Watch our webinar replay to hear from industry professionals at Yodlee, MoneyGuide, Janney Montgomery Scott LLC, and Baird as they explore how Open Finance is enhancing fiduciary responsibility, streamlining planning, and revealing new opportunities for growth. Watch now: http://bit.ly/3GH2MbL